See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,385 | $80,717+45.4% | $154,803-24.2% | $84,808+38.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.18% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,000 | $2,761+44.9% | $4,305-7.1% | $2,631+52.1% |
| Participant deferral / active EE | $5,486 | $3,303+66.1% | $5,540-1.0% | $4,212+30.2% |
| Admin fee / account holder | $1,371 | $6,746-79.7% | $14,329-90.4% | $7,344-81.3% |